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Spanish Client Service Associate

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Fisher Investments


1mo ago

đź’Ľ Graduate Job


AI generated summary

  • You need a degree or equivalent experience, native/fluent Spanish & English skills, ability to connect with diverse audiences, teamwork skills, ability to maintain quality work on time.
  • You will assist with administrative tasks, liaise with various parties, help manage client relationships, produce analyses, and develop your skills under the guidance of your team leader.

Graduate Job

Customer Relations•London


  • As a Spanish Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the firm.
  • The more value you can add, the quicker you will be on your way to earning more advanced opportunities. That is how our top executives got there, and we think you can do it too. In fact, we hope you will promote to your next role within 2 or more years (a typical outcome for successful employees).


  • A university degree or equivalent combination of education and experience (Finance/Economics/Business is a plus)
  • Native/Fluent Spanish and English skills
  • You can connect with a wide array of audiences by phone and email with a focus on client service
  • Work well in a collaborative, team-oriented setting
  • Commitment to maintain quality of work while sticking to a timeline

Education requirements


Area of Responsibilities

Customer Relations


  • Every day in this role is different! Expect a dynamic day where you will liaise Sale Representatives, Investment Counsellors, and many other parties. You will:
  • Partner directly with top banks (who are our custodians) to assist with administrative and operational tasks
  • Gain exposure to other European countries' businesses
  • Help Investment Counsellors with relationship management by working with existing clients on operational inquiries
  • Help produce analyses and portfolio recommendations based on the current financial situation of prospective clients
  • Be a direct contact or expert in multiple subjects to develop your skills once you assume more responsibility
  • Report to your client Service Team Leader who will aid in your on-the-job training and professional development


Work type

Full time

Work mode